New World Advisors LLC Wisdomtree Tr Transaction History

New World Advisors LLC

  • $470 Million
  • Q2 2025

A detailed history of New World Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New World Advisors LLC holds 5,654 shares of DWM stock, worth $367,905. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,654
Previous 4,951 14.2%
Holding current value
$367,905
Previous $287,000 25.09%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$52.06 - $63.91 $36,598 - $44,928
703 Added 14.2%
5,654 $359,000
Q1 2025

Apr 23, 2025
BUY
$52.19 - $59.86 $26,825 - $30,768
514 Added 11.58%
4,951 $287,000
Q4 2024

Feb 04, 2025
SELL
$52.54 - $57.11 $893 - $970
-17 Reduced 0.38%
4,437 $233,000
Q3 2024

Oct 24, 2024
BUY
$52.24 - $58.1 $14,783 - $16,442
283 Added 6.78%
4,454 $256,000
Q2 2024

Aug 02, 2024
BUY
$52.54 - $56.44 $219,144 - $235,411
4,171 New
4,171 $224,000

Others Institutions Holding DWM

# of Institutions
136
Shares Held
5.64M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track New World Advisors LLC Portfolio

Follow New World Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New World Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New World Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email